FMR LLC in group FMR LLC More: the full row for FMR LLC 8,251,759 $480M 0.03% +6,053,126 13F-HR Timeline Group Westwood Global Investments, LLC More: the full row for Westwood Global Investments, LLC 6,673,718 $388M 14.47% -598,686 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,199,744 $186M 0.29% +235,400 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,893,032 $168M 0.13% +873,847 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,405,034 $140M 0.03% -277,103 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,445,210 $84.1M 0.01% -204,514 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,178,069 $68.5M <0.01% +8,381 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,168,472 $68M 0.01% +622,268 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,121,007 $65.2M 0.01% -113,821 13F-HR Timeline Group Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 888,346 $51.7M 0.38% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 720,894 $41.9M 0.01% -98,682 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 715,791 $41.6M <0.01% +19,347 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 646,854 $38.1M 0.01% -9,585 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 506,550 $29.5M 1.01% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 505,850 $29.4M +281,866 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 490,777 $28.6M 0.06% -13,140 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 347,584 $20.2M 0.05% +15,346 13F-HR Timeline Carrhae Capital LLP in group Carrhae Capital LLP More: the full row for Carrhae Capital LLP 337,428 $19.6M 1.39% new 13F-HR Timeline Group Harding Loevner LP More: the full row for Harding Loevner LP 292,858 $17M 0.18% -18,424 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 292,423 $17M 0.01% -639,973 13F-HR Timeline Group Medina Value Partners, LLC More: the full row for Medina Value Partners, LLC 253,362 $14.7M 3.09% -308,133 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 240,514 $14M 0.08% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 217,898 $12.7M <0.01% -7,123 13F-HR Timeline Group Kiltearn Partners LLP More: the full row for Kiltearn Partners LLP 204,859 $11.9M 3.21% -44,000 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 203,178 $11.8M <0.01% +2,517 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 178,439 $10.4M 0.02% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 158,437 $9.22M <0.01% -178,781 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 146,515 $8.52M <0.01% -21,528 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 146,347 $8.51M 0.01% +25,271 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 145,855 $8.48M 0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 145,427 $8.46M <0.01% +34,570 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 125,572 $7.31M 0.11% -18,552 13F-HR Timeline FEARNLEY ASSET MANAGEMENT AS More: the full row for FEARNLEY ASSET MANAGEMENT AS 112,700 $6.56M 2.14% +64,700 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 100,838 $5.87M 0.01% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 100,738 $5.86M 0.04% -1,395 13F-HR Timeline Aventail Capital Group, LP More: the full row for Aventail Capital Group, LP 87,367 $5.08M 0.25% +26,204 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 83,994 $4.89M 0.52% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 72,820 $4.24M <0.01% +15,008 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 68,723 $4M <0.01% -87,483 13F-HR Timeline Group Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 66,798 $3.89M 0.7% +23,979 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 62,686 $3.65M 0.13% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 61,446 $3.57M <0.01% +13,411 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 58,252 $3.39M 0.01% +284 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 57,342 $3.34M <0.01% +5,558 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 52,491 $3.05M 0.04% -1,417 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 49,646 $2.89M 0.02% +13,477 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 48,485 $2.82M 0.04% -1,251 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 47,372 $2.76M +24,643 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 44,417 $2.58M 0.01% -8,319 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 44,387 $2.58M <0.01% +35,663 13F-HR/A Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 43,920 $2.56M 0.14% -150 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 43,041 $2.5M 0.02% +25,791 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 42,500 $2.47M 0.09% +6,500 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 41,043 $2.39M 0.14% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,307 $2.34M <0.01% +9,082 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 40,287 $2.34M 0.01% +1,500 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 39,774 $2.31M 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,637 $1.96M <0.01% -6,555 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 33,399 $1.94M <0.01% -9,420 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 32,676 $1.9M 0.06% +14,800 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 32,213 $1.87M 0.35% +32,207 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 31,623 $1.84M <0.01% +1,572 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 30,336 $1.76M <0.01% +24,650 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 28,734 $1.67M <0.01% +11,209 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 28,630 $1.67M 0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 28,363 $1.65M <0.01% -299 13F-HR Timeline Group Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 28,320 $1.65M 1.17% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 26,728 $1.56M <0.01% +6,496 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 26,650 $1.55M 0.09% -7,430 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 26,422 $1.53M <0.01% +13,515 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 25,442 $1.48M <0.01% +4,971 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 25,000 $1.45M 0.15% -3,000 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 24,042 $1.4M 0.05% -828 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 23,970 $1.39M 0.03% +327 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 23,948 $1.39M 0.03% +791 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 23,710 $1.38M 0.58% +1,698 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 24,070 $1.38M +2,258 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 23,446 $1.36M <0.01% +550 13F-HR/A Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 23,295 $1.36M 0.03% -199 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 22,994 $1.34M 0.1% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,712 $1.32M <0.01% -6,874 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 22,182 $1.29M 0.03% new 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 21,154 $1.23M 0.21% +1,855 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 20,000 $1.16M 0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,997 $1.09M <0.01% -418 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18,571 $1.08M 0.02% +3,054 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 18,477 $1.07M <0.01% +1,264 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,426 $1.07M 0.02% -158 13F-HR Timeline North of South Capital LLP More: the full row for North of South Capital LLP 18,087 $1.05M 0.09% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,631 $1.03M 0.01% new 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 17,603 $1.02M 0.79% new 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 17,281 $1.01M 0.72% +994 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 16,792 $977K 0.01% -4,505 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,660 $969K 0.07% +350 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 16,634 $968K <0.01% +1,595 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,317 $949K 0.11% new 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 16,200 $943K 0.03% +4,200 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 15,003 $873K 0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 14,970 $871K 0.01% -2,639 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 14,452 $841K 0.03% +743 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,353 $835K <0.01% -5,481 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,337 $834K 0.01% -87,507 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 14,304 $832K <0.01% +7,912 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 13,362 $777K <0.01% +2,527 13F-HR Timeline Group ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 13,253 $771K 0.03% -956 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 13,232 $770K 0.01% -1,616 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 13,100 $762K <0.01% +630 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 12,775 $743K <0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,355 $719K <0.01% -422 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 12,217 $711K <0.01% new 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 12,116 $705K 0.48% -3,582 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,588 $674K <0.01% -661 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,368 $661K 0.02% -1,770 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 11,363 $661K 0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,153 $638K 0.11% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,605 $617K <0.01% +2,950 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 9,974 $580K <0.01% -292 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,695 $564K <0.01% -59,162 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 9,548 $556K 0.01% 0 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 9,483 $552K 1.06% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 9,239 $538K 0.09% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 8,713 $507K 0.02% +6,574 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,518 $496K 0.03% -987 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,074 $470K 0.03% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 8,000 $465K <0.01% new 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 7,903 $460K 0.06% -21 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,859 $457K 0.09% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 7,594 $442K <0.01% 0 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 7,581 $441K 0.33% 0 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 7,501 $436K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,239 $421K <0.01% +416 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,002 $407K <0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,959 $405K <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,808 $396K 0.01% -8,757 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,798 $395K <0.01% -1,503 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,764 $394K <0.01% +103 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,750 $393K <0.01% -12,131 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 6,732 $392K 0.12% +169 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,653 $387K 0.02% +1,203 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 6,581 $383K 0.24% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,558 $382K <0.01% +112 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,531 $380K 0.02% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,495 $378K <0.01% +491 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 6,435 $374K <0.01% +458 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,369 $371K 0.01% +810 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 6,246 $363K 0.2% -6,746 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 6,049 $352K <0.01% -28,107 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,981 $348K <0.01% -335 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,820 $339K <0.01% +6 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,615 $325K 0.07% -34 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,600 $325K 0.08% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,248 $305K 0.03% +587 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,174 $301K 0.03% -1,004 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,100 $297K 0.01% +1,142 13F-HR/A Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,036 $293K 0.01% -967 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,971 $289K 0.01% +1,306 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,925 $287K <0.01% +3,123 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,920 $286K 0.02% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,818 $280K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 4,600 $268K <0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,318 $251K <0.01% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,040 $235K 0.21% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,024 $234K 0.05% -22 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,013 $233K 0.02% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,995 $232K 0.01% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,837 $223K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,778 $220K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,730 $217K <0.01% new 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,658 $213K <0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,593 $209K 0.01% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,573 $208K 0.19% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,499 $204K 0.03% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 3,298 $192K 0.05% -963 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,050 $176K <0.01% +939 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,506 $145K <0.01% +172 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,180 $127K 0.01% +368 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,142 $125K <0.01% +1,748 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,966 $114K <0.01% +1,841 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,777 $103K <0.01% +233 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,765 $103K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,685 $98K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,657 $94.8K <0.01% -50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,575 $92K 0.06% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,578 $91.8K 0.05% 0 13F-HR Timeline Advisors Asset Management, Inc. 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